Crisis is often the moment when great leaders try to reinvent their companies — not when they fail. Across industries, breakdowns in trust, safety and culture became catalysts for resetting values, strategy and decision-making.
Expedia remains undervalued versus peers, with significant upside potential driven by margin expansion and aggressive share buybacks. EXPE reported Q3 2025 revenue of $4.41B (+9% YoY), record gross bookings, and improved adjusted EBITDA margin to 33%. EXPE trades at a forward P/S of 2.1x and 13x free cash flow, below major online travel peers despite ongoing margin improvement.
Mark Mahaney – a senior Evercore ISI analyst – has named his top internet stock picks for 2026, highlighting opportunities across both large-cap and small/mid-cap names. According to him, Amazon, Expedia, and Zillow are particularly strongly positioned for continued momentum in the coming year.
Cruise stocks led the market higher Thursday, and shares of other travel companies also rallied, as the Fed's rate cut helped boost the prospects of consumer spending on vacations.
Dollar General is expanding and becoming more profitable. Expedia stock is having a moment due to increased travel demand.
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